ARTSX : Artisan Small Cap Fund Investor Shares

ARTSX is a US Stocks Market Small Growth with MODERATE fees.

ARTSX

Artisan Small Cap Fund Investor Shares

FI Score

49 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

49% FI Score
  • artsx
  • Mutual Fund
  • US Stocks
  • Small Growth

Artisan Small Cap Fund Investor Shares

Expenses: 1.20% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks maximum long-term capital growth. The fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies. It defines a small company as one with a market capitalization less than three times the weighted average market capitalization of companies in the Russell 2000® Index.

Largest Holdings

Amount Holding
4.12% Teledyne Technologies Inc
3.82% Zynga Inc Class A
3.55% Halozyme Therapeutics Inc
3.54% Q2 Holdings Inc
3.49% Chegg Inc
3.33% DexCom Inc
3.19% BlackLine Inc
2.94% NeoGenomics Inc
2.71% Guidewire Software Inc
2.68% Tyler Technologies Inc
2.63% HubSpot Inc
2.55% Clarivate Analytics PLC Ordinary Shares
2.47% Coupa Software Inc
2.43% Ascendis Pharma A/S ADR
2.34% Novanta Inc
2.32% John Bean Technologies Corp
2.24% Monolithic Power Systems Inc
2.18% Zscaler Inc
2.15% Ingersoll Rand Inc
2.12% Veracyte Inc
2.05% argenx SE ADR
2.03% LivePerson Inc
1.96% Tabula Rasa HealthCare Inc
1.89% ACI Worldwide Inc
1.74% Iovance Biotherapeutics Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo